01Overview
Acquire new customers for savings accounts, current accounts, and other retail banking products.
Manage and deepen relationships with existing customers to increase engagement and retention.
Cross-sell banking products such as:
Fixed Deposits (FDs)
Recurring Deposits (RDs)
Personal Loans
Home Loans
Vehicle Loans
Credit Cards
Insurance products
Mutual Funds and investment products
Identify customers' financial needs and recommend suitable banking solutions.
Achieve monthly, quarterly, and annual sales targets.
Generate leads through referrals, customer meetings, and local business development activities.
Handle customer queries, complaints, and service requests promptly.
Ensure compliance with banking regulations, KYC, AML, and internal policies.
Coordinate with credit, operations, and service teams to ensure smooth customer onboarding and servicing.
Maintain accurate records of customer interactions and sales activities in the CRM system.
